Clear Books has a brand new feature – Management Reporting.

Head to “Reports > Management Report” within your Clear Books account and you will see that you can now create an attractive PDF report providing a complete overview of your business.

Currently the Management Report contains Profit & Loss, Cashflow and Balance Sheet along with the option to include graphs for all of these reports.

Give it a go and please do let us know what you think.

David Eaton

Posted by David Eaton

David is a Chartered Accountant and Director of SME Strategies (smestrategies.co.uk) which offers tailored support to ambitious SMEs and gives mentoring to owner managers.

4 Comments

  1. Very neat feature, easier then running the reports separately. Is it possible to specify a date period that you want the data extracted from ?

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  2. Nice set of reports, easier than creating manually. What would be good is to be able to specify the reporting period

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  3. This is quite useful! However, I’d like to see colourful graphs, particularly pie charts which are, in my opinion, a more user friendly visual. I’d also like to see a colourful expenditure pie chart on the home page as an option. Others might want to see that in a bar chart – having the option to have one or the other would be fantastic.

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  4. Emma – if you can specify the reporting period by months / quarters / yearly that would be good

    Reply

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